Private Equity - Grow? Cash Out? Or Both?

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EXPLORING THE ALTERNATIVES

Experts in the industry for over 20 years, KBS Corporate are aware that PE firms are not for everyone. KBS have the knowledge and experience to facilitate a range of transaction types to suit your situation and exceed your objectives. KBS Corporate offer a bespoke service which involves the strategy of exploring all available options in order to give a business owner the widest possible scenario of choices when realising the value of their shareholding.

TRADE ACQUIRERS A trade acquisition often provides an outright sale, either to a private or publicly owned company, typically involving a buyer within an equivalent or complementary sector. The acquirer could be UK based, or be an overseas company looking to gain a foothold in the UK market.

IPO/ FLOTATION An Initial Public Offering, or Flotation, is when a company offers its shares for sale to be traded publicly through a recognised stock exchange. There are many benefits for existing shareholders, such as allowing partial realisation of value, an increased profile for their company, and access to capital for future growth, all whilst maintaining control of their Boardroom.

MANAGEMENT BUY IN/ OUT A Management Buyout (MBO) is a purchase made by the company’s management team. A Management Buy In (MBI) is when, on a change of ownership, external management is introduced to supplement or replace the existing management team.

EMPLOYEE OWNERSHIP TRUST An EOT is a form of employee benefit trust introduced by the UK government with the aim to facilitate wider employee ownership. No capital gains, income, or inheritance tax liabilities will incur through a properly structured EOT, and directors can remain in situ post-disposal. The sale can often be much quicker and result in no large changes to day-to- day operations.